Spencer's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 30 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 43 )
Financial Mentoring ( 8 )
( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
( 1 )
Review
by a verified client in North Yorkshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need advice on our finances, investments, tax, pensions.
How has Spencer Bennett helped you?
Has provided very sound and sensible advice for all our finances. He has an impressive knowledge and has given us the benefit of his wide ranging experience and skills.
Have you seen the outcome you were hoping for?
Yes, his advice has helped us enormously.
What could they have done better?
We are very happy with the advice and work Spencer and team have provided, don’t think he could have done better
Review
by a verified client in West Yorkshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have always had a financial adviser.
How has Spencer Bennett helped you?
Very clear and easy to understand his recommendations.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I simply needed help and advice as o how to make the best use of ur income
How has Spencer Bennett helped you?
Yes. He gave u straightforward adlear vice
Have you seen the outcome you were hoping for?
Yes. Indeed since my husband died I a amazed at the result
What could they have done better?
Nothing. He gave us he best possible help.
Review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to transfere a pension fund as a divorce settlement.
How has Spencer Bennett helped you?
Giving me sound advice regarding my pensions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in East Riding
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When taking voluntary redundancy from work was provided with a financial advisor to provide financial advise with regards to the lump sum redundancy payment.
How has Spencer Bennett helped you?
By providing sound financial advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not being a financial expert I wouldn't know.